FCM
IT icon

Fernbridge Capital Management’s Gartner IT Stock Holding History

Fernbridge Capital Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,152
Closed -$15M – 22
2023
Q4 		$15M Sell
33,152
-136,666
-80% -$54.6M 1.27% 20
2023
Q3 		$58.4M Buy
169,818
+65,142
+62% +$22.7M 5.63% 4
2023
Q2 		$36.7M Buy
104,676
+1,751
+2% +$570K 3.63% 10
2023
Q1 		$33.5M Buy
102,925
+32,528
+46% +$10.8M 3.78% 11
2022
Q4 		$23.7M Sell
70,397
-90,744
-56% -$29.3M 3.4% 10
2022
Q3 		$44.6M Buy
+161,141
New +$45.2M 6.11% 8

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fernbridge Capital Management's IT Position: Q1 2024 in Review

Fernbridge Capital Management sold out of Gartner (IT) in Q1 2024, closing a stake of 33,152 shares — an estimated $15M sold.

Fernbridge Capital Management first reported a position in IT in Q3 2022 and held it in 6 quarters. The position peaked at $58.4M in Q3 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Fernbridge Capital Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Fernbridge Capital Management sold 33,152 Gartner shares in Q1 2024, an estimated $15M.
  • Fernbridge Capital Management first reported a position in Gartner in Q3 2022 and held it in 6 quarters.
  • Fernbridge Capital Management's Gartner position peaked at $58.4M in Q3 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Fernbridge Capital Management's 13F filing for Q1 2024, filed 15 May 2024.